The Rise of the Total Portfolio Approach: A New Lens for Pension Investing

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Webinar Overview

The Total Portfolio Approach is gaining attention as institutional investors seek to make more joined-up decisions, assess risks across asset-class boundaries, and focus portfolios more directly on their overall objectives.

Join our latest webinar, in partnership with Professional Pensions, to explore what TPA means in practice, how it differs from traditional strategic asset allocation and how pension schemes can apply its principles across different portfolio objectives and governance models.

Our panel of experts will explore:

The origins of TPA and why it is increasingly being adopted by some of the world’s largest asset owners.
How TPA differs from traditional strategic asset allocation, and what this means in practice.
How its principles can be applied to pension scheme portfolios and different DB endgame objectives.
Using AI as a case study to identify thematic opportunities, risks and hidden concentrations across the portfolio.
The governance and decision-making needed to implement TPA, including the potential role of OCIO.

Presenters

Jonathan Stapleton

Editor

Professional Pensions

Jonathan is editor of Professional Pensions and has been reporting on UK occupational pensions since 2001. He has won a number of awards during his career, most recently the SPP Trade Journalist of the Year Award in 2019. He is also holder of the PMI's Retirement Provision Certificate.

Lara Edmonstone-West

Head of Solutions Distribution

L&G

Lara is responsible for L&G’s Solutions Distribution, leading the development and delivery of a sales strategy to drive L&G’s global solutions business for institutional clients. Lara joined L&G in 2025 from BlackRock where she held the title Head of UK DB Pensions Outsourcing Partnerships, growing BlackRock’s UK OCIO business in DB markets, and across CDC and endowment investors. Prior to BlackRock, Lara was Head of UK FM Business Development for DB Schemes at Van Lanschot Kempen, leading the growth of their UK fiduciary business through the UK CMA retender period. At River and Mercantile Solutions (now part of Schroders Solutions), Lara was Head of Business Development overseeing significant new business flows and working as lead advisor to several clients. Lara graduated from Imperial College London with a PhD in microbiology, a masters of research in infectious disease and a masters in chemistry. Lara is a CFA Charterholder and in 2021 obtained her CAIA designation.

Tim Dougall

Head of Delegated Solutions

L&G – Asset Management

Tim Dougall is Head of Delegated Solutions for the Asset Management business of L&G., responsible for providing holistic portfolio management services to a range of institutional investors. He works with clients across a broad spectrum of investment issues - governance, strategy, portfolio construction and implementation. Tim joined L&G in 2015 from Towers Watson (now WTW), where he was Head of Investment Strategy for the UK Delegated Investment Services business, and a member of the Portfolio Construction Group. He worked at WTW for 11 years delivering advice and solutions to a range of pension funds and other institutional investors. Tim is a fellow of the Institute of Actuaries and graduated from Oxford University in 2002 with a Master’s degree in Physics.

Lushan Sun

Head of Multi-Asset Private Market Research

L&G – Asset Management

Lushan leads the development of L&G Asset Management’s strategic views on private markets, including current market conditions, investment pricing, capital flows and tactical views, across Private Equity, Private Credit, Real Estate and Infrastructure, incorporating input from other asset class specialists. She also drives our long-term thematic thinking on private markets, identifying and analysis long-term themes influence investment performance and informing asset allocation. Prior to joining L&G in 2021, Lushan was a senior investment consultant at Mercer where she was responsible for advising large UK institutional investors on asset allocation, portfolio construction and manager selection across public and private markets. She graduated from Imperial College London in 2009 with a first class degree in chemistry and is a Fellow of the Institute and Faculty of Actuaries.

Lok Ma

Trustee Director

Law Debenture

Lok is a Trustee Director at Law Debenture, having joined in 2023. He has been working in pensions for 25+ years, and in his prior role was an actuary and investment consultant at Willis Towers Watson. As a Trustee, he has an oversight role for pension arrangements with combined assets over £20bn. He works mostly with larger, well-funded DB schemes, and is also on the board for a commercial DC Master Trust.

Key Risks

The value of an investment and any income taken from it is not guaranteed and can go down as well as up, and the investor may get back less than the original amount invested. Past performance is not a guide to future performance. The details contained here are for information purposes only and do not constitute investment advice or a recommendation or offer to buy or sell any security. The information above is provided on a general basis and does not take into account any individual investor’s circumstances. Any views expressed are those of L&G as at the date of publication. Not for distribution to any person resident in any jurisdiction where such distribution would be contrary to local law or regulation. Please refer to the fund offering documents which can be found at https://fundcentres.landg.com/.

This financial promotion is issued by Legal & General Investment Management Ltd. Registered in England and Wales No. 02091894. Registered office: One Coleman Street, London EC2R 5AA. Authorised and regulated by the Financial Conduct Authority.

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